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Watts Gwilliam & Co’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Watts Gwilliam & Co’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.16M Buy
12,396
+1,192
+11% +$110K 0.19% 79
2025
Q2 		$1.05M Sell
11,204
-79
-0.7% -$7.19K 0.17% 89
2025
Q1 		$1.04M Sell
11,283
-161
-1% -$14.7K 0.23% 82
2024
Q4 		$1.03M Sell
11,444
-381
-3% -$35.1K 0.22% 86
2024
Q3 		$1.1M Buy
+11,825
New +$1.1M 0.24% 77
2024
Q1 		$1.05M Buy
+11,604
New +$1.06M 0.32% 67

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Watts Gwilliam & Co's BOND Position: Q3 2025 in Review

Watts Gwilliam & Co increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q3 2025, buying an estimated $110K and bringing the position to 12,396 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #79.

Watts Gwilliam & Co first reported a position in BOND in Q1 2024 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Watts Gwilliam & Co held 12,396 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.16M as of Q3 2025.
  • Watts Gwilliam & Co bought 1,192 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $110K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Watts Gwilliam & Co's portfolio in Q3 2025, its #79 holding.
  • Watts Gwilliam & Co first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 6 quarters since.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.